Sandy Pearson
Investment Committee Member at Carret Asset Management LLC
Profile
Mr. David P.
Pearson is a Senior Managing Director at Carret Asset Management LLC.
He has over 40 years of experience in the investment management industry.
He joined the firm in 1990 and worked alongside Philip Carret for seven years.
At Carret, he manages individual and institutional equity accounts with a focus on long term growth.
Sandy is a member of Carret’s Equity Investment Policy committee.
Earlier in his career, Mr. Pearson spent three years as a supply officer in the U.S.
Navy before serving in the investment departments at Chemical Bank (now JPMorgan Chase) and Kidder, Peabody with a range of research and portfolio management responsibilities.
He received his undergraduate degree from Yale University and an MBA from New York University.
Sandy Pearson active positions
| Companies | Position | Start |
|---|---|---|
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Committee Member | 01/01/1990 |
Former positions of Sandy Pearson
| Companies | Position | End |
|---|---|---|
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
| United States Navy (District of Columbia) | Corporate Officer/Principal | - |
| Chemical Bank Corp. | Corporate Officer/Principal | 22/07/2003 |
Training of Sandy Pearson
| New York University | Masters Business Admin |
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Finance |
| Chemical Bank Corp. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
| United States Navy (District of Columbia) | Government |
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